BGF Retail stock trades lower after family share sales

BGF Retail stock stood at KRW 132,900 on KRX on September 23, 2026, down KRW 1,100 or 0.82 percent from the prior session. The move followed reports that affiliates linked to the founding family had sold 998,580 shares during 2026, a development covered by Asiae on September 17, 2026.

Q2 profit grew faster than sales

BGF Retail generated KRW 2.4268 trillion in consolidated revenue in Q2 2026, an increase of 6.0 percent from the same quarter of 2025. Operating profit reached KRW 84.9 billion, up 22.3 percent year over year, according to Asiae.

The comparison is important for the stock because profit expanded 16.3 percentage points faster than revenue growth. First-half operating profit reached KRW 123 billion, up 33.7 percent year over year, while first-half sales rose 5.6 percent.

Q3 estimates point to margin gains

Korea Investment and Securities projects Q3 2026 revenue of KRW 2.5226 trillion, an increase of 2.5 percent year over year. Its operating profit estimate is KRW 107.5 billion, up 10.1 percent, with a projected operating margin of 4.3 percent, as Edaily reported on September 17, 2026.

The forecast places the next quarter above Q2 operating profit by KRW 22.6 billion, or 26.6 percent. That estimate puts operating efficiency ahead of top line growth, with lower depreciation expenses and product margins cited as key factors.

Busan hub expands logistics capacity

BGF Retail completed a Busan logistics center after investing KRW 260 billion. The facility covers 128,072 square meters, and its low-temperature operations are already running, according to Seoul Economic Daily on September 16, 2026.

The ambient-temperature center is scheduled to begin operations by the end of 2026. Its planned role covers supply to CU stores across the region and import and export logistics linked to Busan New Port, adding a physical growth asset to the earnings discussion.

Stock remains below yearly high

BGF Retail stock was 15.1 percent below its 52-week high of KRW 156,600 and 31.3 percent above its 52-week low of KRW 101,200 on September 23, 2026. Market capitalization stood at KRW 2,295,849,493,500 on the same date.